Phi Longevity PRISM for fiduciaries and care professionals
Every client’s medical picture, ready for court and for the next appointment.
Phi Longevity PRISM brings each person’s records from every doctor into one record, drafts the medical part of their care plan, and keeps your caseload’s court dates, visits and appointments in one place. You review everything before it goes anywhere.
For professional fiduciaries, care managers, elder-law attorneys and clinical practices.
For fiduciaries and care managers
What it does for your practice
The medical side of each case, assembled from the records, so your time goes to the person and the court rather than to chasing paperwork.
Drafts the medical part of the care plan
From the person's records, Phi Longevity PRISM drafts the medical information in California's Confidential Conservatorship Care Plan (Judicial Council form GC-356): medicines, health care providers and the visit schedule. Anything it cannot find is left blank for you, never guessed. You review and complete it.
A caseload built around your deadlines
One line per person: residence, the next court filing and hearing, your last in-person visit and when the next one is due, the next medical appointment, and alerts such as a recent hospitalization or a move that needs a change-of-residence notice. Overdue items stand out. Add columns of your own.
A one-page brief before each doctor's visit
Written in the third person, for the clinician: current medicines, what changed since the last visit, and what may be missing or overdue, with the guideline behind each item. Ready to print for the appointment.
Every document in one record
Lab reports, discharge summaries, medicine lists and specialists' letters from every doctor, kept together for each person, with the source of every fact shown.
The caseload
Every person, every deadline, on one screen
California
California’s care plan, prepared from the records
Since 1 January 2025, California asks every conservator of the person to file a care plan within 120 days of appointment and again before each review hearing (Probate Code 2351.2). Its medical part, form GC-356, covers the person’s medicines, health care providers and visit schedule: the facts that are usually scattered across portals, pharmacies and specialists.
How Phi Longevity PRISM supports it
- Drafts the medicines, providers and visit schedule from the records you upload, ready for you to review.
- Works out when the next care plan is due on the caseload: 120 days after appointment, or 10 days before the next review hearing.
- Leaves anything it cannot find in the records blank, so you know exactly what to complete.
Phi Longevity PRISM helps you prepare the care plan; you review, sign and file it, and the court decides what it needs. This page is not legal advice.
Records
Where the records come from
Upload any record: a lab report, a hospital discharge summary, a medicine list or a specialist’s letter, as a PDF, a spreadsheet or a clear photo. Phi Longevity PRISM reads it, adds it to that person’s record and keeps the source with every fact, so you can see which doctor or health system it came from.
Today, records come in by upload: download them from the patient portal you have proxy access to, or scan what the facility sends you.
Privacy and authority
Built for health information from the start
HIPAA-eligible storage
Records are stored in HIPAA-eligible systems under Phi Longevity's signed Business Associate Agreement with Google Cloud.
Encrypted
Encrypted in transit and at rest.
Never sold
We never sell data. We sell no products and take no referral fees.
Your authority, from the start
Each person is added under the authority you hold, such as letters of conservatorship or a health-care power of attorney. We record it with you when you set up each client.
More detail on our trust and data protection page.
For clinical practices
The whole record, on one page, before the visit
- A one-page, cited brief of the patient’s whole record, from every doctor they see, ready before the visit.
- What is missing or overdue, with the guideline behind each item.
- Works alongside your EHR: nothing to install and no change to your charting.
- Business Associate Agreement available.
Talk to us
Book a 20-minute walkthrough
We’ll show you a caseload with made-up people, the care-plan draft and the visit brief, and answer your questions. Prefer to talk directly? Email Steve Pinedo, our founder, at stephen@philongevity.com.